+0.2%
EMB vs IWD
+27.3%
-27.1%
-5.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -0.1% | -0.5% | +0.4% | 0.0% |
| 30D | +1.3% | +2.7% | -1.4% | +0.3% |
| 3M | -2.2% | +0.9% | -3.1% | -2.6% |
| 6M | -2.3% | +10.5% | -12.9% | -5.9% |
| YTD | -0.6% | +23.7% | -24.3% | -7.6% |
| All | +0.2% | +27.3% | -27.1% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling